Purchases and Sales Made in Q1 2023 in Vanguard Bd Index Fd Inc Inter (BIV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Inter (BIV) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC INTER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 03, 2023
Q1 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
2.18K+ 6.33% |
$160K - $168K
|
36.6K
$2.73M
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.14K+ 7.6% |
$157K - $165K
|
30.3K
$2.26M
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.12K+ 1.38% |
$156K - $164K
|
156K
$11.6M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.1K+ 14.98% |
$154K - $162K
|
16.1K
$1.2M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.08K+ 42.35% |
$153K - $161K
|
6.99K
$521K
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
2.06K+ 3.79% |
$151K - $159K
|
56.3K
$4.2M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.03K+ 24.67% |
$149K - $157K
|
10.3K
$765K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.02KNew |
$148K - $156K
|
2.02K
$150K
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2.02K+ 2.58% |
$148K - $156K
|
80.3K
$5.99M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.01K+ 284.42% |
$148K - $155K
|
2.71K
$202K
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.99K+ 1.56% |
$146K - $154K
|
129K
$9.64M
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.88K+ 33.95% |
$138K - $145K
|
7.42K
$553K
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.76K+ 4.7% |
$129K - $136K
|
39.1K
$2.92M
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.75K+ 3.35% |
$129K - $135K
|
54K
$4.03M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.71K+ 1.58% |
$126K - $132K
|
110K
$8.17M
|
|
Apr 14, 2023
Q1 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 2.25% |
$125K - $132K
|
77.6K
$5.79M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.69K+ 3.78% |
$124K - $130K
|
46.3K
$3.45M
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.66K+ 33.01% |
$122K - $128K
|
6.68K
$498K
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.65K+ 1.51% |
$122K - $128K
|
111K
$8.3M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.53KNew |
$112K - $118K
|
1.53K
$114K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.47K+ 6.01% |
$108K - $114K
|
26K
$1.94M
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.47K+ 2.87% |
$108K - $113K
|
52.6K
$3.92M
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
1.44K+ 0.83% |
$106K - $111K
|
174K
$13M
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.42K+ 36.06% |
$105K - $110K
|
5.37K
$400K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.39K+ 0.37% |
$102K - $108K
|
381K
$28.4M
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.39K+ 1.74% |
$102K - $107K
|
81.3K
$6.06M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.39K+ 12.11% |
$102K - $107K
|
12.9K
$958K
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.38K+ 1.01% |
$101K - $106K
|
138K
$10.3M
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.37K+ 18.41% |
$101K - $106K
|
8.83K
$658K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.33K+ 3.23% |
$97.6K - $103K
|
42.4K
$3.16M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.3K+ 2.42% |
$95.9K - $101K
|
55.2K
$4.12M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.29K+ 2.03% |
$95.2K - $100K
|
65.1K
$4.85M
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.21K+ 5.17% |
$89.3K - $93.9K
|
24.7K
$1.84M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.19K+ 9.08% |
$87.3K - $91.8K
|
14.3K
$1.06M
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.16K+ 5.99% |
$85K - $89.3K
|
20.4K
$1.52M
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
1.13K+ 0.63% |
$83.3K - $87.5K
|
180K
$13.4M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.08K+ 10.86% |
$79.5K - $83.6K
|
11K
$823K
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.04K+ 2.19% |
$76.8K - $80.7K
|
48.7K
$3.63M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.01K+ 24.57% |
$74.1K - $77.9K
|
5.11K
$381K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
942+ 1207.69% |
$69.3K - $72.8K
|
1.02K
$76K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
936+ 14.43% |
$68.9K - $72.4K
|
7.42K
$553K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
890+ 2.61% |
$65.5K - $68.8K
|
34.9K
$2.6M
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
881New |
$64.8K - $68.1K
|
881
$65.7K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
872+ 1.61% |
$64.2K - $67.4K
|
55.2K
$4.11M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
853+ 24.42% |
$62.8K - $65.9K
|
4.35K
$324K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
795+ 73.75% |
$58.5K - $61.5K
|
1.87K
$140K
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
777+ 3.79% |
$57.2K - $60.1K
|
21.3K
$1.59M
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
763New |
$56.1K - $59K
|
763
$56.9K
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
729+ 23.17% |
$53.6K - $56.4K
|
3.88K
$289K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
726+ 3.44% |
$53.4K - $56.1K
|
21.9K
$1.63M
|